Approved Credits:
CPE/CFP 3-hour credit, MCLE 3-hour credit
No prerequisite required

  1. Step 1 Selection
  2. Step 2 Registration
Thursday May 10
7:30 AM - 11:30 AM
2018 CFT/SMU Professional Seminar with Chris Hoyt
Category
Quantity
Price
$90.00
 
Event registration summary
2018 CFT/SMU Professional Seminar:
Registration Fee
0
$90.00
Donation:
$0.00
Total:
$

Program Notes:

I. “Retirement Assets for First and Second Marriages: Let the Fun Begin"

Professor Hoyt will address strategies, traps and solutions for challenging situations that estate planners frequently face. The program will address the different rules that apply to IRAs compared to 401(k) plans, and solutions to the most common obstacles that arise in second marriages where a client may have assets in both types of retirement plans. For example, what legal requirements must be met for some or all of the IRA or 401(k) assets to be payable to children from a prior marriage?

II. "Income Tax Savings with Charitable Bequests: IRD and Income-based Bequests"

An update on planning lifetime charitable gifts from IRAs in 2018, followed by planning for the best way to structure charitable bequests of retirement assets. What strategies work best, and what are the most common problems estate planners encounter? What actions can be taken to overcome the challenges and achieve a positive tax outcome?

III. “So You Wanna be a Philanthropist”, plus Appendix-“Proposed New Rules for DAF’s: IRS Notice 2017-73”

Cost-benefit choices for the philanthropist when choosing between a private foundation, a supporting organization, or a donor advised fund. A summary of various legal, tax, and administrative advantages and disadvantages of each type of philanthropic vehicle to help a donor make the best decision. With emphasis on the new rules for donor advised funds.

Major Sponsor

 

Partner Sponsors

     
 

 

Supporter Sponsors 

 

      

     

 

 

    

 

 

  

 

Kathryn L. McGill, CAP©
Advisor Relations Officer
214-750-4145
kmcgill@cftexas.org

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